LPL Financial
37yrs
Top advisor by experience in Neenah
6yrs
Daniel Sullivan
Full name on record: Daniel Jon Sullivan
Financial advisor at Schaper Benz & Wise Investment Counsel
Daniel Sullivan is a fiduciary financial advisor in Neenah, Wisconsin, with 6 years in the industry. Daniel joined Schaper Benz & Wise Investment Counsel in 2021, a firm offering financial planning and investment management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 66 advisors with offices in Neenah, and one of 61 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office40 Jewelers Park Dr Suite 200, Neenah, WI 54956
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$4.4 million
Advisors at the firm13
States licensed ?1 state
Services through Schaper Benz & Wise Investment Counsel
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2021 – nowSchaper Benz & Wise Investment Counsel Inc.Current firm
Contact Daniel
(920) 727-1137Schaper Benz & Wise Investment Counsel main office 40 Jewelers Park Dr Suite 200Neenah, WI 54956Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Schaper Benz & Wise Investment Counsel at (920) 727-1137 and ask for Daniel Sullivan. Daniel works from the Neenah, WI office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Daniel hold?
Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Schaper Benz & Wise Investment Counsel reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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